Unify CRM of Minnesota Receives SOC2 Accreditation

December 2302:032017

Roseville, MN – After passing a Service Organization Control (SOC) 2 Type 1 Examination, Unify CRM, a Mortgage CRM Software, proudly claims to be the best software that users can use in order to effectively and safely manage leads, loan pipelines, marketing, business activities and more.

As their site quotes, “Unify is a full suite Mortgage CRM solution that offers much more than just marketing. It includes all the tools that are needed to grow your business, all in a simple to use, cloud-based system.” To date, we have sent 30 million marketing emails, created 170,000 thousand flyers, mailed 1.1 million direct mail pieces and launched 2.5 million in process communications. Passing the SOC 2 Examination, makes the company even stronger by assuring that their clients’ information is secure.

Unify CRM offers effective tools that allow loan officers to engage in productive activities which lead to more business. After all, there is more to an online platform than just converting leads into sales. Tools to help identify potential lending opportunities, manage productive activities, automate the marketing process and stay connected with the people who matter most to their business are all included in Unify CRM, effectively making it the best mortgage crm software.

Unify CRM is a mortgage lead management system which gives business managers all of the pertinent tools for business management, which include Contact Management, LOS Integration, Marketing Automation, Dashboard Alerts, and of course, Lead Management. As a testament to their strength, they work with several well-established companies such as Bay Equity, Summit Funding, Residential Home Funding Corporation, Century Mortgage, Allied Mortgage Group and The Mortgage Firm, just to name a few. To those who are interested, they offer online demos and test drives.

To learn more about their services, visit http://unifycrm.com. Their office address is located at 2658 Patton Road Roseville, MN 55113. Unify CRM can be contacted via phone number at 866-497-3224 or via email at [email protected] to address whatever questions there may be for the use of their services. After all, they’re hailed the best Mortgage CRM software for a reason.